Account Manager
By adding Account Managers and selecting their permissions you can allow those associated with your company, partial or full access to the company account without issuing the main root login credentials. All active account managers can access the company account through their own professional accounts. Currently to be an account manager, the professional you will be adding, will need to have a CE Zoom presenter account. Only those that have the main root login to the company account can add, edit, or delete account managers. Account managers can be added and deleted or have their permissions changed at any time. All changes are immediate.
How to Add a New Account Manager
1. From the company account navigation menu click on "Account Managers" then "Presenter Permissions"

2. Click Add

3. Presenter: Click the little down arrow in the field titled Presenter to expand all professionals that are available for selection. You can also narrow your search by typing in at least 3-4 letters of their first or last name. Once you have found the professional you wish to make an account manager, click on their name. If you do not find their name and you know they already have a CE Zoom account, please create a support ticket at support.cezoom.com and ask a CE Zoom specialist to add a presenter account to the professionals of choice so you can add them as an account manager. We do not want them to create a duplicate account.

4. Permissions: Click the little down arrow in the field titled Permissions to expand all permission selections and select all permissions you wish to grant.

Confirm Attendees: This will allow your account manager access into your account only to view and confirm attendees. All other features will be blocked from this user.
Add/ Edit CE Certificates, surveys, tests, conferences, courses, registrations, profile: This will pretty much give your account manager full access except the ability to add, edit, delete account managers.
We are working on separating out more filtered permissions. If you have suggestions on what you would prefer to be filtered as separate permission please let us know. Once we have a better idea of what is preferred by our companies we will get this on our priority list.
5. Click save
How to Edit or Delete an Account Manager
1. From the company account navigation menu click on "Account Managers" then "Presenter Permissions"

2. Click the pencil icon to edit, the trash icon to delete
